Creating and Assigning a Group of Background Questions
Updated 1 month ago
Creating and Assigning a Group of Background Questions - Legacy
Please Note: Terminology is different based on your setting, for example, a clinical setting uses Care Group as Organizations, Patient instead of Athlete, and Visits instead of Treatment, lastly Problems instead of Injuries, but the steps are still the same.
Video Tutorial
Step-by-step - Admin Only Feature
- Log in to your Healthy Roster account and click on the Admin tab in your left navigation bar
- Click on Background Questions
- Select Groups
- Click Create New Group
- Enter the Background Question Group Name
- Select where to populate these questions (Incident Reports, Treatments, Follow-up Services, and/or Scheduled Events)
Please note, you may not have access to Healthy Roster 2.0 at this time, we will begin releasing in phases and notify your account owner when you can expect it. In the meantime default to the Legacy tutorial
Creating and Assigning a Group of Background Questions - 2.0
Please Note: Terminology is different based on your setting, for example, a clinical setting uses Care Group as Organizations, Patient instead of Athlete, and Visits instead of Treatment, lastly Problems instead of Injuries, but the steps are still the same.
Step-by-step - Admin Only Feature
- Log in to your Healthy Roster account and click on the Admin tab in your left navigation bar
- Click on Background Questions
- Select Groups
- Click Add
- Enter the Background Question Group Name
- Select where to populate these questions (Incident Reports, Treatments, Referrals, and/or Scheduled Events) , as well as if you'd like it enabled for all organizations
- Select Ok
